Setting up Simplifi for married couples

DrTonyMas

I've been trying to figure out if what I'm currently doing is the best way to go about this or not. Currently, I have both of our accounts under one sign in and share it with her so she can see everything. Should I set this up where I have an account and she has an account and our bank/cc accounts are under our seperate logins?

Flopbot

You’ll want to set it up the way you have described unless you really, really want to keep them separate by using “Space Sharing” which will only work if you pay for two separate Simplifi accounts.